-4.4%
HOOD vs VYM
+18.4%
-22.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -2.4% |
| 7D | -7.8% | -0.8% | -7.0% | -5.9% |
| 30D | +18.6% | -2.2% | +20.9% | +25.8% |
| 3M | +22.1% | +3.1% | +19.0% | +13.1% |
| 6M | +43.1% | +9.7% | +33.3% | +11.4% |
| YTD | -0.5% | +14.9% | -15.4% | -30.5% |
| 1Y | -4.4% | +17.6% | -22.0% | -37.2% |
| All | -4.4% | +18.4% | -22.8% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VYM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling